1y return+36.4%S&P 500 +20.9%
3y return+97.9%S&P 500 +68.5%
5y return+89.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $324 against $299 in the S&P 500.2
Legacy Bridge, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GEVGe Vernova Inc | $13.3M | 4.1% | −3.1% |
| STRLSterling Infrastructure Inc | $12.3M | 3.8% | −23.5% |
| NVDANvidia Corporation | $11.8M | 3.6% | −9.6% |
| CATCaterpillar Inc | $8.2M | 2.5% | |
| AVGOBroadcom Inc | $7.7M | 2.4% | −9.4% |
| MUMicron Technology Inc | $7.4M | 2.3% | −1.7% |
| PLTRPalantir Technologies Inc | $7.1M | 2.2% | |
| ANETArista Networks Inc | $6.7M | 2.1% | |
| VRTVertiv Holdings Co | $6.7M | 2.1% | |
| CLSCelestica Inc | $6.4M | 2.0% | −1.2% |
| WTBAWest Bancorporation Inc | $6.0M | 1.8% | −8.2% |
| TSMTaiwan Semiconductor Manufac | $5.6M | 1.7% | |
| Nebius Group N.v.CUSIP N97284108 | $5.3M | 1.6% | +2.8% |
| AMDAdvanced Micro Devices Inc | $5.3M | 1.6% | +2.0% |
| LLYEli Lilly & Co | $4.8M | 1.5% | |
| AMZNAmazon Com Inc | $4.5M | 1.4% | |
| WMTWalmart Inc | $4.4M | 1.4% | |
| Eaton Corp PLCCUSIP G29183103 | $4.3M | 1.3% | +1.6% |
| Asml Hldg NvCUSIP N07059210 | $4.2M | 1.3% | |
| Credo Technology Group HoldiCUSIP G25457105 | $4.1M | 1.3% | |
| PANWPalo Alto Networks Inc | $3.8M | 1.2% | |
| WDCWestern Digital Corp | $3.8M | 1.2% | +2.3% |
| BRK/BBerkshire Hathaway Inc Del | $3.8M | 1.2% | −5.1% |
| GOOGAlphabet Inc | $3.8M | 1.2% | |
| Johnson Controls InternationCUSIP G51502105 | $3.4M | 1.1% | +1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $11.8M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $7.7M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $5.3M |
| STRLSterling Infrastructure Inc | December 31, 2023 | +854.6% | $12.3M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $3.8M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $8.2M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $4.8M |
| CLSCelestica Inc | June 30, 2024 | +536.3% | $6.4M |
| PHParker-hannifin Corp | June 30, 2020 | +433.7% | $3.1M |
| PLTRPalantir Technologies Inc | March 31, 2024 | +407.0% | $7.1M |
Sold off last quarter
- CELHCelsius Hldgs Inc was $627K
- INTUIntuit was $318K
- GEGe Aerospace was $39K
- VVisa Inc was $38K
- PMPhilip Morris Intl Inc was $36K
- RTXRtx Corporation was $24K
- CSCOCisco Sys Inc was $23K
- BKNGBooking Holdings Inc was $21K
- CRMSalesforce Inc was $19K
- IBMInternational Business Machs was $18K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.8% | +14.8% |
| March 31, 2026 | +0.5% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +12.2% | +7.8% |
| June 30, 2025 | +19.0% | +10.5% |
| March 31, 2025 | −6.2% | −4.6% |
| December 31, 2024 | +2.3% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +12.7% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +3.9% | +7.0% |
| December 31, 2022 | +9.8% | +7.1% |
| September 30, 2022 | −4.4% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −6.8% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legacy Bridge, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1689144&type=13F-HR&dateb=&owner=include&count=40CIK 1689144
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1689144/000168914426000003/Filed August 13, 2026 · accession 0001689144-26-000003